Jennifer Potmesil, CFP ®, CRPC®
Designations and Licenses
Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor℠ professional.
Experience and Education
Jennifer provides personalized wealth solutions to high-net-worth families. These solutions include portfolio management, retirement income planning, insurance planning, charitable and estate planning and tax planning.
Prior to joining Mariner Wealth Advisors, she gained financial industry experience at Merrill in Omaha, where her experience included client service and wealth planning.
Jennifer has a bachelor’s degree in psychology from the University of Oklahoma.
She enjoys spending time outdoors with her husband and two sons. Jennifer also serves as the township clerk for her local township.